Jean Anne Golla

Sikich Financial

22 Years of Experience

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Firm Information

Sikich Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

21 advisors

Number of Clients

1,236 clients

Average Client Portfolio

$744K average

Assets Under Management

$920.0M

Fee Structure

Sikich Financial offers financial planning services, investment management services, and retirement plan consulting services. Most wealth management clients receive financial planning services in connection with investment management, and a separate fee may not be charged. Certain investment advisor representatives are also licensed as registered representatives with Osaic Wealth, Inc. and may earn commissions.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningInsurance PlanningTax Planning

Advisor Information

Office location

3051 Hollis Drive, 3rd Floor, Springfield, IL, 62704

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.